See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,323 | $51,175+184.0% | $70,515+106.1% | $75,163+93.3% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.3%+27.7pp | 67.2%+28.8pp |
| Annual return | 9.00% | 30.02%-21.0pp | 32.77%-23.8pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,770 | $1,826-3.0% | $2,973-40.5% | $2,670-33.7% |
| Participant deferral / active EE | $3,247 | $2,849+14.0% | $4,567-28.9% | $4,125-21.3% |
| Admin fee / account holder | $14,027 | $4,091+242.9% | $6,412+118.8% | $5,651+148.2% |